Frequently Asked Questions
about Finance / Banking / Insurance

Finance is a vast field with a range of opportunities that work within the public and private sector where are tasked with providing
financial advice and managing related accounts administration. Some of the common tasks include analyse market trends, monitor financial details,
prepare statements, research investments, forecast economic trends and review reports.

The role of finance manager is to analyse daily financial management and subsequently provide advice as well as guidance to upper management
on future financial plans. Responsibilities include providing financial reports, develop projections for the firm’s finances, conduct evaluations
for cost-reduction opportunities, oversee the operations of the finance department and liaise with auditors to ensure company finances is maintained.

The role of account executive is to act as an important liaison between an advertising agency and its clients. Responsibilities include
working with account planners to devise a campaign, briefing the creative team on producing adverts, negotiating with clients, monitoring on
the campaign’s progress, managing the account’s budget and invoicing the client.

The role of finance executive is to keep track of financial transactions, preparing financial reports, reviewing financial statements,
preparing accounting ledgers and performing various financial tasks. Responsibilities include sharing financial reports with upper management,
suggest ways of improving the company’s financial transactions and involved in preparing finance policies and processes for the company.

The role of financial advisor is to act as an intermediary between the company and customers. Responsibilities include providing
strategic advice across a variety of financial products/services, assess client’s overall financial plan, guide clients towards a secure
financial decision and comply with all industry rules as well as regulations.

The role of relationship manager is to build and preserve trusting relationships with the customers. Responsibilities include
understanding customer needs, resolve customer complaints effectively, promote high-quality customer service processes, approach
potential customers to establish new relationships and gain solid knowledge of competitors.

The role of business analyst executive is to conduct market analyses, review both product lines and the overall profitability
of the business. Responsibilities include creating a detailed business analytics, budgeting, reporting, forecasting, financial modelling,
variance analysis and defining business requirements as well as reporting them back to stakeholders.

The role of credit control officer is to oversee the collection of customer accounts while ensuring high satisfaction and loyalty.
Responsibilities include creating procedures to ensure timely payments, monitor debtor balances, liaising with customers as well as
internal personnel including the sales team.

The role of compliance officer is to ensure that the operations and business transactions following all relevant legal as well as
internal rules. Responsibilities include developing an effective legal compliance program, proactively auditing processes and training employees.

The role of treasury manager is to manage the organisation's financial aspects from cash management to corporate finance.
Responsibilities include performing treasury management, assume responsibility for cash management procedures and managing the
company’s investment activity.

The role unit trust consultant is to help clients analyse their financial situation, establish their investment goals and propose
an investment plan. Responsibilities include advising clients in building a well diversified unit trust investment portfolio, monitor
clients’ investments potential returns, build a trusted relationship with clients by providing ethical and professional advisory services.

The role of corporate finance manager is to identify and securing acquisition deals as well as managing large monetary funds for
financial products. Responsibilities include advise on how to meet targets investment capital, generate finance from shares, structure
financial management, liaise with all parties involved in transactions and prepare legal documents as well as prospectus.

The insurance field is a broad category that includes coverage on life, health, casualty, insurance brokers and social insurance.
The jobs in this profession include actuary, claims adjuster, claims examiner, processing clerk, insurance investigator, sales agent
and insurance underwriter.